Alterity Financial Group, LLC is a reputable investment advisory firm headquartered in Bangor, ME. With a team of 8 dedicated professionals, 5 of whom specialize in providing investment advisory services, the firm offers comprehensive financial solutions to a diverse client base.
Led by experienced advisors Thomas Saunders, Lowrie Sargent, and David Krech, Alterity Financial Group, LLC has established itself as a trusted partner in wealth management. Their compensation structure is flexible, offering clients various options such as a percentage of assets under management, fixed fees, commissions, and hourly charges.
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Assets Under Mgmt
$119.36M
Investment Professionals
5
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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